SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,334
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.87M
3
+$3.27M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.21M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.89M

Top Sells

1
+$2.84M
2
+$1.45M
3
+$1.22M
4
ABT icon
Abbott
ABT
+$1.12M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$914K

Sector Composition

1 Technology 18.34%
2 Financials 9.46%
3 Healthcare 7.44%
4 Consumer Discretionary 6.18%
5 Communication Services 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$586K 0.02%
5,715
-65
277
$584K 0.02%
3,046
+4
278
$581K 0.02%
2,206
-52
279
$561K 0.02%
2,844
-81
280
$542K 0.02%
27,382
281
$541K 0.02%
9,570
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282
$537K 0.02%
1,155
+815
283
$535K 0.02%
15,387
-2,566
284
$530K 0.02%
1,003
+5
285
$526K 0.02%
4,188
286
$526K 0.02%
5,370
-6,784
287
$516K 0.02%
2,438
288
$506K 0.02%
1,866
-17
289
$503K 0.02%
1,666
-22
290
$496K 0.02%
6,186
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291
$490K 0.02%
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292
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293
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9,556
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294
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295
$464K 0.02%
4,040
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296
$457K 0.02%
6,473
297
$449K 0.02%
2,772
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298
$436K 0.02%
20,231
+81
299
$436K 0.02%
1,535
+1
300
$425K 0.02%
2,923
-46
10 11
12
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